Company Description
Clearwater Analytics Holdings, Inc. develops and provides a Software-as-a-Service (SaaS) solution for automated investment data aggregation, reconciliation, accounting, and reporting services in the United States and internationally.
It offers portfolio management, order and execution management systems (OEMS), investment accounting, reconciliation, regulatory reporting, performance measurement, compliance monitoring, and risk analytics.
The company offers a single instance, multi-tenant technology platform that automates data aggregation, reconciliation, validation, and trade management.
It serves insurers, asset managers, hedge funds, banks, corporations, and government entities. The company was founded in 2004 and is headquartered in Boise, Idaho.
| Country | United States |
| Founded | 2004 |
| IPO Date | Sep 24, 2021 |
| Industry | Software - Application |
| Sector | Technology |
| Employees | 3,000 |
| CEO | Sandeep Sahai |
Contact Details
Address: 777 W. Main Street, Suite 900 Boise, Idaho 83702 United States | |
| Phone | 208 433 1200 |
| Website | cwan.com |
Stock Details
| Ticker Symbol | CWAN |
| Exchange | NYSE |
| Stock Type | Common Stock |
| Share Class | Class A Shares |
| Fiscal Year | January - December |
| Reporting Currency | USD |
| IPO Price | $18.00 |
| CIK Code | 0001866368 |
| CUSIP Number | 185123106 |
| ISIN Number | US1851231068 |
| SIC Code | 7372 |
Key Executives
| Name | Position |
|---|---|
| Sandeep Sahai | Chief Executive Officer and Director |
| James S. Cox Jr. | Chief Financial Officer |
| Subi Sethi | Chief Operating Officer |
| Souvik Das | Chief Technology Officer |
| Scott Stanley Erickson | Chief Revenue Officer |
| Cindy Blendu | Chief Administrative Officer |
| Kamil Mielczarek C.F.A. | Head of Investor Relations |
| Alphonse Valbrune J.D. | Chief Legal Officer and Corporate Secretary |
| Claudia Cahill | Head of Communications and PR |
| Ann-Sophie Skjoldager Bom | Director of Sales |
Latest SEC Filings
| Date | Type | Title |
|---|---|---|
| Feb 24, 2026 | SC 13E3 | Going private transaction by certain issuers |
| Feb 24, 2026 | PREM14A | Filing |
| Feb 18, 2026 | 10-K | Annual Report |
| Feb 18, 2026 | 8-K | Current Report |
| Feb 17, 2026 | 144 | Filing |
| Feb 17, 2026 | DEFA14A | Additional definitive proxy soliciting materials and Rule 14(a)(12) material |
| Feb 17, 2026 | 8-K | Current Report |
| Feb 10, 2026 | SCHEDULE 13G/A | Filing |
| Feb 9, 2026 | 144 | Filing |
| Jan 23, 2026 | DEFA14A | Additional definitive proxy soliciting materials and Rule 14(a)(12) material |